Filed September 12, 2018 (most recent of 5 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $171,079 |
FIDUCIENT ADVISORS LLC1 year Service code 13 · EIN 36-4001764 | Contract Administrator | $29,587 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,053 | $112,686+31.4% | $169,993-12.9% | $80,160+84.7% |
| Participation rate | 98.1% | 87.4%+10.7pp | 87.0%+11.1pp | 72.9%+25.1pp |
| Annual return | 17.32% | 67.04%-49.7pp | 53.37%-36.1pp | 40.38%-23.1pp |
| Employer contribution / active EE | $3,373 | $4,481-24.7% | $6,785-50.3% | $2,978+13.3% |
| Participant deferral / active EE | $9,003 | $7,876+14.3% | $10,408-13.5% | $5,017+79.4% |
| Admin fee / account holder | $100 | $99+0.8% | $12,815-99.2% | $145-31.0% |